Westco Closet 401(K) Retirement Plan — Form 5500 plan (Westco Closet Corp. Dba California Closet Co)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Westco Closet 401(K) Retirement Plan is a benefit plan reported by Westco Closet Corp. Dba California Closet Co under EIN 13-3799987 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $14,616,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Westco Closet Corp. Dba California Closet Co
- EIN
- 13-3799987
- Plan number
- 001
- Plan type
- 2
- Location
- Hawthorne, NY
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $14,616,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20241011115522NAL0012448115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,616,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,616,218
- Net assets (BOY)
- $11,708,571
Income & contributions
- Employer contributions
- $162,738
- Participant contributions
- $959,652
- Total contributions
- $1,122,390
- Total income / additions
- $3,379,591
Expenses & distributions
- Benefits paid
- $470,643
- Administrative expenses
- $1,301
- Total expenses
- $471,944
- Net increase / (decrease)
- $2,907,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $1,532 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,301 | $0 | 2023 |